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Annuity Jobs (NOW HIRING)

Reliance Matrix

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part ...

Reliance Standard

Annuity Associate

Philadelphia, PA

$20.79 - $25.98/hr

This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part ...

Rsli

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part ...

Foresters Financial

Director, Annuity Initiatives

Career Opportunity Role Title Director, Annuity Initiatives Purpose of role This role is responsible for leading the end-to-end planning, execution and change management for all annuity commercial ...

True North Recruiters

Annuity Sales

Grand Rapids, MI · On-site

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Durango, CO · On-site

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

NFP

Annuity Wholesaler

Eden Prairie, MN · On-site

An Annuity Wholesaler's primary responsibilities are: (1) to acquire new annuity writing agents to ECA through warm and cold calling initiatives, and (2) to increase premium production of newly ...

True North Recruiters

Annuity Sales

Topeka, KS

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Flagstaff, AZ

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Rapid City, SD

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Tucson, AZ · On-site

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Salt Lake City, UT

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Houston, MO

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Sealy, TX

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Macon, GA

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

Seattle, WA

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

True North Recruiters

Annuity Sales

New Orleans, LA

$50K - $150K/yr

Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language * Conduct in-depth discovery sessions to uncover individual financial goals and ...

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Annuity information

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$42.5K

$142.1K

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How much do annuity jobs pay per year?

As of Jun 15, 2026, the average yearly pay for annuity in the United States is $142,106.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,500.00 and $163,000.00 per year, depending on experience, location, and employer.

What is an Annuity job?

An Annuity job typically involves working with financial products designed to provide a steady income stream, often for retirees. Professionals in this field may sell, manage, or advise clients on annuity products offered by insurance companies or financial institutions. Responsibilities can include explaining different types of annuities, assessing client needs, and ensuring compliance with regulations. Roles in this area may include financial advisors, annuity specialists, or customer service representatives handling annuity policies.

What jobs pay 2000 a day?

High-paying jobs that can pay around $2,000 a day typically include specialized roles such as senior corporate executives, certain medical specialists like surgeons, and experienced consultants or contractors in fields like finance, law, or technology. These positions often require advanced skills, extensive experience, and sometimes professional certifications, and they may involve high-pressure environments or freelance work with variable schedules.

What are common daily responsibilities for an Annuity Specialist?

Annuity Specialists typically spend their days consulting with clients to assess financial needs, explaining annuity products, and preparing tailored proposals. They manage application processes, ensure compliance with industry regulations, and collaborate with internal teams such as underwriters and customer service representatives. Additionally, they stay updated on new financial products and market trends to provide accurate advice. This role blends direct client interaction with behind-the-scenes analysis and coordination to ensure clients receive the best annuity solutions for their goals.

What profession makes $400,000 a year?

In the finance and insurance sectors, senior roles such as chief financial officers, investment bankers, and hedge fund managers can earn $400,000 or more annually. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments with long hours.

What jobs pay $10,000 a month without a degree?

High-paying jobs that can reach $10,000 a month without a degree include roles such as sales managers, real estate brokers, commercial pilots, and skilled trades like electricians or plumbers. Success in these fields often depends on experience, certifications, or licensing, rather than formal education, and they may require strong interpersonal skills or technical expertise.

How much do annuity agents make?

Annuity agents typically earn a commission-based income, which can range from $50,000 to over $100,000 annually depending on experience, sales performance, and the size of the policies sold. Many agents also receive bonuses and benefits, and success often depends on sales skills and industry knowledge.

What are the key skills and qualifications needed to thrive in the Annuity position, and why are they important?

To succeed as an Annuity Specialist, you need strong analytical skills, a solid understanding of financial products, and relevant qualifications such as a degree in finance or related fields, often supported by insurance licenses. Experience with CRM software, financial planning tools, and regulatory compliance systems is typically required. Exceptional communication, customer service, and problem-solving abilities set top performers apart in this role. These competencies are essential for building client trust, accurately advising on annuity options, and ensuring all regulatory requirements are met.

More about Annuity jobs
What cities are hiring for Annuity jobs? Cities with the most Annuity job openings:
What are the most commonly searched types of Annuity jobs? The most popular types of Annuity jobs are:
What states have the most Annuity jobs? States with the most job openings for Annuity jobs include:
What job categories do people searching Annuity jobs look for? The top searched job categories for Annuity jobs are:
Annuity jobs near you
Infographic showing various Annuity job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $142,106 per year, or $68.3 per hour.

Annuity Associate

Reliance Matrix

Philadelphia, PA • On-site

$20.79 - $25.98/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Reliance Matrix rating

8.0

Company rating: 8.0 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

147th of 261 rated insurance

Job description

Job Responsibilities and Requirements
Reliance Standard is seeking a detail-oriented, motivated, and collaborative Annuity Associate to join our dynamic Intake team. This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part in maintaining regulatory compliance, supporting service excellence, and contributing to the successful entering of annuity contracts. Meet or exceed department service level agreements (SLAs) for application intake and processing.
This is an excellent opportunity for someone with strong organizational, communication, and analytical skills to build a long-term career in the retirement and annuities industry.
Duties & Responsibilities:
Application Processing
  • Receive and conduct an initial review of new annuity applications for accuracy, completeness, and compliance.
  • Enter application data into the annuity administration system (FAST).
  • Deposit annuity premium checks daily and track incoming funds.
  • Input and validate suitability review data in accordance with regulatory requirements and internal guidelines.
  • Follow up with agents, advisors, and internal and external customers to resolve missing or incomplete application information.

File & Case Management
  • Maintain accurate electronic and physical filing practices in compliance with our standards.

Administrative Support
  • Assist with the preparation, review, and mailing of finalized annuity contracts.
  • Support processing of contract changes and service requests.
  • Serve as backup for mailroom functions, including processing incoming/outgoing mail, faxes, and overnight deliveries.
  • Ensure high standards of data integrity, confidentiality, and accuracy are maintained at all times.

Continuous Improvement & Collaboration
  • Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup.
  • Monitor and stay up to date with current annuity products, market trends, and regulatory updates.
  • Recommend improvements to workflows and processes to enhance efficiency and service delivery.
  • Identify and escalate complex issues or discrepancies to management.

Miscellaneous
  • Perform other job-related duties as assigned by management.

Required Knowledge, Skills, Abilities, and/or Related Experience
  • Associate's degree in Finance, Business Administration, or a related field preferred. Equivalent work experience may be considered.
  • Understanding of annuity products and features preferred.
  • Experience with data entry and case processing in a high-volume financial services setting is a plus.
  • Exceptional attention to detail and data accuracy.
  • Strong organizational and time-management skills.
  • Excellent written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
  • Ability to work independently and as part of a collaborative team.
  • Commitment to maintaining confidentiality and managing sensitive information with integrity.
  • Strong problem-solving and critical thinking capabilities.
  • Willingness to learn, adapt, and support process changes.

Ability to Travel: Up to 10%
The expected hiring range for this position is $20.79 - $25.98 hourly for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
  • An annual performance bonus for all team members
  • Generous 401(k) company match that is immediately vested
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
  • Multiple options for dental and vision coverage
  • Company provided Life & Disability Insurance to ensure financial protection when you need it most
  • Family friendly benefits including Paid Parental Leave & Adoption Assistance
  • Hybrid work arrangements for eligible roles
  • Tuition Reimbursement and Continuing Professional Education
  • Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
  • Volunteer days, community partnerships, and Employee Assistance Program
  • Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:
  • Integrity
  • Empowerment
  • Compassion
  • Collaboration
  • Fun

EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Hybrid .

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